Creating Public Groups

In Fingertip, Public Groups can be used to add multiple people to a record at once. If you select a public group, the people are fetched automatically from the group and they will all have access to the record. Public Groups are a handy way to manage groups of people so that you don’t need to type each name separately.

  1. Click on the cogwheel on the top right of your screen. Click Setup.
  2. Navigate to Public Groups under Users (use the search function, it’s handy!)
  3. Click
  4. Name the Group.
  5. Change Search for Users and search for the users you want to add to the Group.
  6. Select the users you want to add and click the Add arrow to move them to Selected Members.
  7. When all the users you want to add are in the Selected Members section, click Save.
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